Job Description

An established financial services firm in Melbourne's inner eastern suburbs is looking forAssociate Risk & Insurance Advisers to join their growing team.

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This role is a perfect career-track opportunity for someone passionate about personal risk insurance. You will receive hands‐on mentoring, develop deep technical knowledge, and gradually take on greater client management responsibilities as you grow.

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With full support, you will manage a client portfolio and oversee the end-to-end advice process.
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- Meeting with clients to understand their objectives and risk protection needs.
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- Preparing and presenting tailored personal risk insurance advice.
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- Managing the implementation process and ongoing client reviews.
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- Handling day-to-day client enquiries and outstanding requirements.
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- Supporting business development and professional development initiatives.
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An established financial services firm in Melbourne's inner eastern suburbs is looking forAssociate Risk & Insurance Advisers to join their growing team.

n

This role is a perfect career-track opportunity for someone passionate about personal risk insurance. You will receive hands‐on mentoring, develop deep technical knowledge, and gradually take on greater client management responsibilities as you grow.

n





With full support, you will manage a client portfolio and oversee the end-to-end advice process.
n Your day-to-day will involve:

n

n
- Meeting with clients to understand their objectives and risk protection needs.
n
- Preparing and presenting tailored personal risk insurance advice.
n
- Managing the implementation process and ongoing client reviews.
n
- Handling day-to-day client enquiries and outstanding requirements.
n
- Supporting business development and professional development initiatives.
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About You:

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We are looking for a proactive professional with robust attention to detail who wants to build a long-term career in risk advice.

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Ideally, you bring:

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- Qualifications as a Financial Adviser (or working towards it).
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- Prior experience within financial services, insurance, or a client-facing wealth role.
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- Proficiency using Xplan.
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- Excellent communication skills and a collaborative, team-first attitude.
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What's on Offer

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- Competitive salary + performance-based incentives.
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- Direct mentoring from an experienced Managing Director.
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- Clear path for career progression into a senior advisory role.
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- A fun, collaborative team culture in a modern inner-east office.
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📌 Risk Adviser (Shire of Plantagenet)
🏢 Andersen Partnership
📍 Shire of Plantagenet